This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

Strategy Overview

We believe a repeatable process focused on bottom-up stock selection and factor efficacy is the most reliable way to deliver consistent risk-adjusted returns. Emerging-market small-cap equities exhibit wide return dispersions across countries and sectors, which provides a large investible universe for active stock selection. We believe our thoughtful blend of value and growth securities, driven by fundamental stock analysis, and positive exposure to proven quantitative factors, such as value, growth and quality, is the most efficient way to capitalize on the alpha opportunity in the asset class.

Investment Team

Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.

years’ average investment experience
years’ average time at Newton

Strategy Profile


MSCI Emerging Markets Small Cap Index

The MSCI Emerging Markets Small Cap Index performance benchmark is used as a comparator for this strategy. Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison.

Strategy inception

January 1, 2016

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.